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PFS: Provident Financial Services, Inc. (STOCK)
Basic Info 18.54 0.25(1.33%) July 11
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/16/2003 |
| Last Dividend Date: | 05/16/2025 |
| 12-Mo. Yield | 6.60% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/16/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 0.9 | 29.3 | -1.0 | 12.2 | 4.2 | 7.0 | 4.1 | 4.4 | 10.7 | -10.8 | -8.0 | 40.4 | -22.5 | 6.7 | -7.6 | -1.6 | 45.4 | 15.5 | -3.2 | 34.0 | 15.5 | -8.3 | 47.4 | -27.3 | 9.4 | -18.4 | 0.1 | -2.7 | 3.9 | 22.8 |
| Sharpe Ratio | NA | 0.06 | 0.93 | -0.13 | 0.31 | 0.09 | NA | NA | 0.1 | 0.11 | -0.44 | -0.36 | 1.42 | -0.32 | 0.3 | -0.42 | -0.11 | 2.18 | 0.77 | -0.16 | 1.71 | 0.74 | -0.2 | 1.38 | -0.45 | 0.12 | -0.63 | -0.25 | -0.29 | 0.14 | 1.15 |
| Draw Down(%) | NA | 24.0 | 31.3 | 43.6 | 43.6 | 64.1 | NA | NA | 64.1 | 24.8 | 41.8 | 24.7 | 18.0 | 60.3 | 15.3 | 22.4 | 18.1 | 11.1 | 7.4 | 14.7 | 10.8 | 16.3 | 31.8 | 17.4 | 47.8 | 43.1 | 24.2 | 6.7 | 16.9 | 16.0 | 11.5 |
| Standard Deviation(%) | NA | 34.4 | 35.8 | 34.4 | 33.2 | 33.7 | NA | NA | 34.5 | 36.3 | 34.3 | 26.5 | 28.5 | 69.9 | 17.8 | 21.4 | 20.9 | 20.7 | 20.1 | 20.1 | 19.9 | 21.1 | 41.0 | 34.4 | 60.6 | 71.1 | 34.1 | 12.7 | 16.5 | 21.3 | 20.3 |
| Treynor Ratio | NA | 0.02 | 0.32 | -0.05 | 0.12 | 0.03 | NA | NA | 0.03 | 0.04 | -0.11 | -0.16 | 0.46 | -0.18 | 0.08 | -0.16 | -0.02 | 0.43 | 0.19 | -0.03 | 0.29 | 0.14 | -0.06 | 0.38 | -0.17 | 0.07 | -0.15 | -0.04 | -0.05 | 0.03 | 0.66 |
| Alpha | NA | -0.02 | 0.09 | -0.06 | 0.01 | -0.02 | NA | NA | -0.01 | -0.03 | -0.14 | 0.02 | 0.06 | -0.12 | -0.04 | -0.02 | -0.11 | 0.11 | 0.06 | -0.05 | -0.01 | 0.0 | -0.03 | 0.1 | -0.23 | 0.31 | -0.09 | -0.05 | -0.03 | -0.02 | 0.06 |
| Beta | NA | 0.96 | 1.04 | 0.98 | 0.84 | 0.98 | NA | NA | 1.11 | 1.12 | 1.33 | 0.59 | 0.87 | 1.27 | 0.65 | 0.57 | 1.41 | 1.05 | 0.8 | 0.95 | 1.16 | 1.09 | 1.5 | 1.24 | 1.58 | 1.15 | 1.42 | 0.78 | 1.07 | 0.93 | 0.35 |
| RSquared | NA | 0.46 | 0.33 | 0.24 | 0.19 | 0.29 | NA | NA | 0.37 | 0.15 | 0.25 | 0.29 | 0.16 | 0.41 | 0.21 | 0.21 | 0.2 | 0.44 | 0.38 | 0.29 | 0.41 | 0.44 | 0.73 | 0.42 | 0.52 | 0.44 | 0.44 | 0.38 | 0.44 | 0.24 | 0.08 |
| Yield(%) | N/A | 2.6 | 6.0 | 4.3 | 6.9 | 4.7 | 6.4 | 3.8 | N/A | 5.3 | 4.5 | 3.9 | 5.2 | 3.8 | 3.8 | 3.1 | 3.3 | 3.7 | 3.7 | 3.2 | 3.7 | 3.7 | 3.1 | 4.1 | 3.0 | 3.2 | 2.3 | 2.1 | 1.7 | 1.3 | 0.9 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 3.2 | 13.9 | 87.4 | N/A | N/A | N/A | 0.0 | 0.0 | 3.2 | 1.1 | 0.0 | 12.2 | -11.8 | 31.0 | 9.2 | 8.3 | 7.1 | 9.8 | 8.5 | 6.8 | 0.0 | 0.0 | 4.8 | 7.7 | 21.9 | 33.3 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/2003
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